Step-by-step connection process
Start the connection from CitaFlow
Go to Chatbot > WhatsApp in your CitaFlow dashboard and click «Connect WhatsApp (Coexistence)». A Facebook for Business window will open where the linking process begins.
Review the information and click «Continue» to accept Meta's terms and begin.
Select your business portfolio
Choose your Business Portfolio from the dropdown. Under «WhatsApp Business Account», select «Connect a WhatsApp Business App» to enable this mode. Then click «Next».
Enter your phone number
Select your country code and enter the phone number you currently use in the WhatsApp Business app. This is the number that will be connected to CitaFlow.
Confirm your account details
Review and, if necessary, edit your WhatsApp Business account name and timezone. Make sure the timezone matches your business location so appointments are managed correctly.
Review permissions and confirm
Meta will show you a summary of the permissions CitaFlow needs to manage your account:
Click «Confirm» to complete the linking process.
Mobile verification
After confirming in the browser, open the WhatsApp Business app on your phone. You will receive a message from the official Facebook Business account with a verification code. Follow these steps in the app:
- Tap «Connect» in the received message
- Tap «Connect to Business Platform»
- Tap «Confirm» to share chat history (optional)
- Paste the verification code shown on screen
Connection complete
Once verified, your number will appear as «Connected» in the CitaFlow dashboard. CitaFlow will begin synchronising your contacts and, if authorised, your message history.
To check the approval status of your number, access the Meta WhatsApp Manager:
What gets synchronised?
This table shows which features are synchronised between the WhatsApp Business app and CitaFlow after enabling this connection:
| Feature | Synchronised | Notes |
|---|---|---|
| Individual chats (1:1) | Yes | Last 6 months of history |
| Contacts | Yes | All contacts with WhatsApp |
| New messages (App → API) | Yes | Reflected on both platforms |
| Group chats | No | Not synchronised |
| Disappearing messages | No | Disabled after connecting |
| View-once messages | No | Disabled after connecting |
| Voice/video calls | No | Only available in the app |
| Catalogue, orders, statuses | No | Only available in the app |
| Broadcast lists | No | Disabled (read-only) |
Important information
Please note
- Contact and history synchronisation must be completed within the first 24 hours after connection. If the window expires, you will need to disconnect and reconnect.
- Messages sent from the app remain free. Only messages sent via the CitaFlow API incur a cost.
- Maximum throughput with this connection mode is 20 messages per second.
- To disconnect, go to WhatsApp Business App > Settings > Account > Business Platform > Disconnect account.
Need help?
If you have problems during the connection process, we are here to help: